AI Automation Architect for Financial Document Extraction & CRM Integration
$1,000 fixed
19 hours ago on
Upwork
Upwork
AI
Automation
Make.com
CRM
PDF
Google Cloud
API Integration
Data Extraction
You are required to build a production-ready "Onboarding Accelerator" for an AI Automation agency in the Wealth Management sector. This system will automate data extraction from PDF financial statements and sync it into a CRM with an approval step.
Technical Requirements: Monitor a Google Drive folder for incoming PDFs, extract necessary data using Google Cloud Document AI, clean the text with OpenAI API, and implement a verification notification for approval before CRM integration.
Compensation: Fixed price of $1,000, divided into two milestones for execution.
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